SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 203 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,516,821 | +3.2% | 101,118 | +8.3% | 1.13% | -3.0% |
| Q2 2023 | $2,438,801 | -6.4% | 93,333 | -7.9% | 1.16% | -5.7% |
| Q1 2023 | $2,606,816 | -5.3% | 101,314 | -11.5% | 1.24% | -1.7% |
| Q4 2022 | $2,754,000 | +66.9% | 114,477 | +47.2% | 1.26% | +24.5% |
| Q3 2022 | $1,650,000 | -31.5% | 77,788 | -23.2% | 1.01% | -31.8% |
| Q2 2022 | $2,408,000 | -77.0% | 101,269 | -73.4% | 1.48% | -77.3% |
| Q1 2022 | $10,487,000 | – | 381,085 | – | 6.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Montecito Bank & Trust | 409,414 | $13,965,000 | 5.10% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,356 | $12,701,000 | 3.52% |
| Lenox Wealth Advisors, LLC | 197,589 | $6,740,000 | 2.05% |
| TIEMANN INVESTMENT ADVISORS, LLC | 59,065 | $2,015,000 | 1.87% |
| Courage Miller Partners, LLC | 74,569 | $2,544,000 | 1.76% |
| Sequoia Financial Advisors, LLC | 385,503 | $13,150,000 | 1.67% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 340,756 | $11,623,000 | 1.55% |
| WEALTHSOURCE PARTNERS, LLC | 117,674 | $4,014,000 | 1.48% |
| PITCAIRN CO | 358,246 | $12,220,000 | 1.48% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 88,785 | $3,028,000 | 1.46% |